Practice

Other ways to calculate costs

Three advisors and an industry expert share advice for tracking the bottom line.

By Melissa Shin |March 1, 2012

2 min read

The bank advisor | Alex Bird*

A bank advisor explains the costs of a bank-owned brokerage

By Melissa Shin |March 1, 2012

3 min read

The professional services advisor | Cynthia Kett

Cynthia Kett of Stewart and Kett, Toronto breaks down the costs of doing business as a professional services firm

By Melissa Shin |March 1, 2012

4 min read

The independent | Rod Tyler

Rod Tyler, CFP, RFP, CLU, Fellow of FPSC Owner, Tyler and Associates, Regina Book size $110 million; 400 households. Model Grid system, which provides full services from dealer. The dealer takes at most 20%. It costs more than desk fees, but the services are worth it. Compensation Fees based on a sliding-scale percentage of AUM. […]

By Melissa Shin |March 1, 2012

2 min read